See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,779 | $102,317-89.5% | $146,958-92.7% | $80,856-86.7% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 21.45% | 134.76%-113.3pp | 418.34%-396.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,391 | $3,713-35.6% | $4,933-51.5% | $2,755-13.2% |
| Participant deferral / active EE | $3,240 | $6,644-51.2% | $8,070-59.9% | $4,296-24.6% |
| Admin fee / account holder | $1,683 | $7,941-78.8% | $12,998-87.1% | $6,918-75.7% |